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Therese "Terry" Graham

Therese "Terry" Graham

Administrative Associate

Terry has a diverse background of over 15 years in financial customer service, insurance, administration and marketing which she has acquired from working in a variety of companies and industries. She finds great joy in getting to know and serving Clients and Advisors while developing lasting relationships and supporting the team.

She earned her Bachelor of Science degree in Business Administration: Marketing at Rowan University in Glassboro, New Jersey and her Masters of Business Administration Degree at University of Phoenix in Scottsdale, Arizona.

She enjoys spending time with her family, reading, calligraphy, traveling, gardening, hiking and volunteering in food service at various organizations. While volunteering with the San Diego Boy Scouts organization for 18 years, she recalls her proudest moments: Each of her four sons earned their Eagle Scout award.